Hot Topics · Cross-industry
Carbon Capture (CCUS)
CCUS, hydrogen and low-carbon fuels investment. Expected to travel beyond Oil & Gas into Utilities and Industrials.
AI-generated · informational only · not investment advice · verify before relying.
01 · The lede
Intelligence brief
SeventhBiz Intelligence
Refreshed 3h agoCarbon capture has shifted from pilot and evaluation phase to a monetized operational reality embedded within major industrial players' baseline economics, driven by 45Q tax credit certainty and first commercial-scale offtake contracts reaching 11 MTA under contract at XOM. The arc spans from regulatory optionality language at CVX and XOM in mid-2026 to operational cash generation at CF, TRGP, OXY, and announced project startups in 2027-2028 timelines.…
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03 · Companies
Companies engaging with this topic
Tracked companies with an on-record signal on Carbon Capture (CCUS) this cycle.
06 · Evidence
Recent mentions
Preview“Donaldsonville CCS is operating well, and the Yazoo City CCS project is progressing towards startup in 2028.”
Prepared remarks — Chris Bohn
“recognition of Section 45Q tax credits earned through our carbon capture and sequestration activities, and lower asset abandonment costs”
MD&A — Consolidated Results, Nine Months Ended discussion
“The low-carbon ammonia production facility is designed with an annual nameplate capacity of approximately 1.4 million metric tons and is expected to capture greater than 95% of the CO2 generated from its production of ammonia.”
Overview of CF Holdings — Our Strategy — Blue Point One joint venture
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